Baird Financial Group
SHO icon

Baird Financial Group’s Sunstone Hotel Investors SHO Stock Holding History

Baird Financial Group’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-19,328
Closed -$158K – 1565
2020
Q2 		$158K Buy
+19,328
New +$168K ﹤0.01% 1454
2018
Q4 		– Sell
-347,594
Closed -$5.61M – 1351
2018
Q3 		$5.61M Buy
347,594
+101,040
+41% +$1.67M 0.04% 429
2018
Q2 		$4.1M Buy
+246,554
New +$4.01M 0.03% 480

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baird Financial Group's SHO Position: Q3 2020 in Review

Baird Financial Group sold out of Sunstone Hotel Investors (SHO) in Q3 2020, closing a stake of 19,328 shares — an estimated $158K sold.

Baird Financial Group first reported a position in SHO in Q2 2018 and held it in 3 quarters. The position peaked at $5.61M in Q3 2018. 189 funds tracked by Wall St. Rank hold SHO as of Q3 2020.

  • Baird Financial Group reported no remaining Sunstone Hotel Investors position as of Q3 2020 after selling out during the quarter.
  • Baird Financial Group sold 19,328 Sunstone Hotel Investors shares in Q3 2020, an estimated $158K.
  • Baird Financial Group first reported a position in Sunstone Hotel Investors in Q2 2018 and held it in 3 quarters.
  • Baird Financial Group's Sunstone Hotel Investors position peaked at $5.61M in Q3 2018.
  • 189 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2020.

Based on Baird Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.